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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,656 | $172,111-64.2% | $150,298-59.0% | $137,256-55.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $6,757 | $4,636+45.7% | $4,154+62.7% | $4,156+62.6% |
| Participant deferral / active EE | $5,183 | $6,166-15.9% | $5,453-4.9% | $6,407-19.1% |
| Admin fee / account holder | $2,768 | $16,471-83.2% | $14,116-80.4% | $12,270-77.4% |